Michael Metcalf
Michael Metcalf is a registered investment advisor at LPL Financial LLC, based in Spokane Valley, WA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
16114 E Indiana Ave Ste 220, Spokane Valley, WA, 99216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is employed by Gibby Media Group, dedicating minimal time per month. He also operates under the DBA Metcalf Financial Services, Inc. and runs an insurance agency under the same name, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Fintegra Financial Solutions
Fintegra, LLCBroker
Ameritas Investment CORP.Broker
Guardian Investor Services CorporationBroker
New England SecuritiesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.